Customer Portal — Production Guide

Licensing

• Catalog slug: customer-portal
• Category: operations, free Marketplace opt-in
• is_default_included = false, is_billable = false, version 1.0.0
• Hard dependency: contacts (module_dependencies)
• Soft sections: invoices, payments, quotations, contracts, help-desk

Bootstrap

1. Migrate catalog registration, permissions, portal_users, password-reset tokens, Help Desk portal_user_id (help-desk → 1.13.0)
2. Install Contacts then Customer Portal from Marketplace (dependency resolver enforces Contacts)
3. Grant customer-portal.* via permission migration / default role maps — do not re-seed roles

Deploy checklist

1. php artisan migrate --force (no db:seed on production upgrades)
2. Confirm portal-api guard + portal_users provider in config/auth.php are deployed
3. Deploy Frontend with /#/portal/* routes and staff /customer-portal
4. Smoke: install Contacts + Customer Portal → invite Contact with email → accept invite → login → open invoice PDF (if Invoices entitled) → create Help Desk ticket (if Help Desk entitled)
5. Smoke: disable portal user → login fails; enable → login works
6. Smoke: document without contact/company does not appear in portal lists

Monitoring

• Mail: portal invite + password reset notifications
• Auth throttles on portal login / invite / reset / POST /api/central/v1/public/portal-workspaces
• Platform audit: follow existing tenant login patterns if extended later

Related

• Production readiness
• Product Roadmap